Tip #277: Disabling user prompts

In Dynamics CRM, many of the system user prompts can be turned off in System Settings (Settings–>Administration–>System Settings) Get CRM for Outlook. On the Outlook tab of System settings, set “Users see ‘Get CRM for Outlook’ option displayed in the message bar” to “No.” Prompt to use CRM app when running CRM in tablet browser. […]

Tip #272: How to shoot yourself in a foot with the Edit button

Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM. When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the […]

Tip #270: Close Appointments from Outlook

We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users, there is no “close appointment” button in Outlook. The user must open the Appointment in CRM to close the appointment […]

Tip #269: Server Sync and View in CRM

Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]

Tip #267: If form load is slow, take this pill

IIS 8 performance settings

Gayan “Not Daddy” Perera is a man of few words when it comes to squeezing the last bit of performance out of on-premise installations. Succulent and straight to the point: If you’re running CRM 2013 on-premise using IIS 8, make sure to go into the IIS Manager > Configuration Editor then select system.web\caching\outputCaching, set omitVaryStar […]

Tip #265: Administrator updates of read-only fields

If you have fields on your CRM form that are read only, it can make administration difficult. For example, if you have read only fields, you cannot bulk update the fields, and you can’t edit the field from the workflow designer. Sure you can customize the form, make the fields editable, and then bulk update the fields, […]

Tip #242: Don’t forget the default filters

Default Report Filter

Are your users confused when a CRM report freshly-minted by a report wizard, does not deliver the data they expect? Inspired by our twice the tip, our fellow contributor Andre “I’ve got 88 in my handle” Margono sent us a fresh reminder that “the default filter is something that I often forget to remove/update and […]